Investors' Soapbox AM

Utility Picks to Beat the QE Sector Slump

Credit Suisse likes Duke, DTE, American Electric and two more.

September 18, 2012

Credit Suisse

In prior quantitative-easing programs, regulated utilities have been poor relative performers in the subsequent four to six months, hurt by a beta rally across the market and rising 10-year Treasury yields.

While we still like core utility fundamentals, we think the potential for sustained relative underperformance is real...